Henry Ellenbogen — Portfolio & Holdings
Henry Ellenbogen of Durable Capital Partners manages $10.28B across 36 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Henry Ellenbogen |
|---|---|
| Firm | Durable Capital Partners |
| Assets Under Management (13F) | $10.28B |
| Number of Positions | 36 |
| Reporting Period | Q2 2026 |
Top Holdings
Henry Ellenbogen's largest reported holdings: RBC, DASH, Q, FERG, MELI, APG, XPO, CVNA, MAIR, TWLO.
All 36 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings INC | 10.70% | $1.10B | Reduced 24.90% |
| 2 | DASH | DoorDash, Inc. | 7.46% | $767M | Reduced 2.85% |
| 3 | Q | Qnity Electronics, Inc. | 7.23% | $744M | Reduced 10.51% |
| 4 | FERG | Ferguson Enterprises Inc. | 6.88% | $707M | Added 35.94% |
| 5 | MELI | Mercadolibre | 5.10% | $524M | Reduced 12.02% |
| 6 | APG | APi Group Corp | 5.00% | $514M | Reduced 17.89% |
| 7 | XPO | XPO, Inc. | 4.84% | $498M | Reduced 17.41% |
| 8 | CVNA | Carvana | 4.30% | $442M | Added 574.96% |
| 9 | MAIR | Madison Air Solutions Corp | 3.87% | $398M | New position |
| 10 | TWLO | Twilio | 3.70% | $381M | New position |
| 11 | AFRM | Affirm Holdings, Inc. | 3.51% | $361M | Reduced 21.67% |
| 12 | FN | Fabrinet | 3.30% | $339M | Added 178.72% |
| 13 | PRVA | Privia Health Group, Inc. | 2.91% | $299M | Reduced 3.74% |
| 14 | ULS | UL Solutions Inc. | 2.91% | $299M | Reduced 10.76% |
| 15 | CRH | CRH | 2.77% | $285M | Added 80.36% |
| 16 | SHOP | Shopify | 2.59% | $267M | Added 140.34% |
| 17 | CLH | Clean Harbors | 2.59% | $267M | Reduced 15.09% |
| 18 | RKT | Rocket Companies, Inc. | 2.53% | $260M | Reduced 14.59% |
| 19 | VSEC | Vse | 2.18% | $224M | Reduced 30.22% |
| 20 | FLS | Flowserve | 2.10% | $216M | Added 205.84% |
| 21 | FOUR | Shift4 Payments, Inc. | 2.09% | $215M | Reduced 28.26% |
| 22 | WRBY | Warby Parker Inc. | 1.89% | $194M | Unchanged |
| 23 | OPCH | Option Care Health, Inc. | 1.26% | $129M | Reduced 31.45% |
| 24 | MDLN | Medline Inc. | 1.01% | $104M | Reduced 63.84% |
| 25 | XMTR | Xometry, Inc. | 0.95% | $98.0M | Added 1731.92% |
| 26 | WIX | Wix.com Ltd. | 0.90% | $92.6M | Unchanged |
| 27 | GSHD | Goosehead Insurance, Inc. | 0.87% | $89.1M | Added 17.54% |
| 28 | AUR | Aurora Innovation, Inc. | 0.72% | $74.3M | Added 632.78% |
| 29 | CPNG | Coupang, Inc. | 0.66% | $67.4M | Reduced 69.83% |
| 30 | ANDG | Andersen Group Inc. | 0.61% | $63.0M | Unchanged |
| 31 | AIT | Applied Industrial Technologies | 0.53% | $54.8M | Reduced 45.36% |
| 32 | ENTG | Entegris | 0.51% | $52.7M | Reduced 69.83% |
| 33 | ROL | Rollins | 0.47% | $48.7M | New position |
| 34 | AGL | agilon health, inc. | 0.46% | $47.2M | New position |
| 35 | TECH | BIO-TECHNE Corp | 0.34% | $35.5M | Reduced 88.74% |
| 36 | AYI | Acuity (De) | 0.25% | $25.9M | Reduced 80.70% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 08:40 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 08:40 UTC. This page is informational and not investment advice.
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